Monalisa Potter
Williamsburg,VA
Summary
Results-driven professional focused on delivering exceptional support for customer needs. Successfully manages concerns and resolves conflicts to maximize customer satisfaction. Offers strong background in customer relations and communication.
Overview
34
34
years of professional experience
Work History
Member Service Representative III
First Advantage Credit Union
Williamsburg, VA
05.2005 - Current
- Enhanced customer satisfaction by efficiently addressing and resolving inquiries and concerns.
- Maintained high-quality service by adhering to company policies and standards in all member interactions.
- Contributed to branch sales goals by effectively cross-selling credit union products and services.
- Processed account transactions accurately, ensuring proper documentation and timely processing.
- Assisted members with account management, including updating personal information and setting up automated payments.
Teller
Old Point National Bank
Williamsburg, VA
04.2004 - 04.2005
- Improved customer satisfaction by providing efficient and accurate transaction processing.
- Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
Retail Sales Supervisor/Purchasing Agent
Fleming's Awards & Promotions
Williamsburg, VA
04.1998 - 04.2004
- Increased overall store sales by implementing effective merchandising strategies and product promotions.
- Enhanced customer satisfaction by providing exceptional service and addressing concerns promptly.
- Implemented loss prevention strategies, reducing instances of theft and shrinkage within the store.
- Oversaw daily operations of the sales floor, delegating tasks appropriately to ensure smooth functioning at all times.
Department of Financial Services Volunteer
Department Of Social Services
Newport News, VA
01.1998 - 04.1998
- Assisted in mailing letters to clients to determine eligibility
- Assisted eligible workers by performing research on numerous city and state computer systems (ADAPT, VEC and DMV)
Secretary A/Guest Service Representative
Colonial Williamsburg Foundation
Williamsburg, VA
03.1990 - 06.1995
- Prepared professional correspondence, including memos, letters, and emails, ensuring accuracy and timeliness.
- Prepared schedule for staff of 80 employees
- Extracted and analyzed financial information to produce statistical reports
- Assisted in preparation of Bi-weekly payroll
Education
Associate of Business Administration - Business
Norfolk State University
Norfolk, VA1987
Skills
- Service Upselling
- Product Sales
- Issue Resolution
- Client Education
- Financial Transactions
- Account Management
- Customer Service
- Customer Support
- Decision Making
- Relationship Building
Timeline
Member Service Representative III
First Advantage Credit Union
05.2005 - Current
Teller
Old Point National Bank
04.2004 - 04.2005
Retail Sales Supervisor/Purchasing Agent
Fleming's Awards & Promotions
04.1998 - 04.2004
Department of Financial Services Volunteer
Department Of Social Services
01.1998 - 04.1998
Secretary A/Guest Service Representative
Colonial Williamsburg Foundation
03.1990 - 06.1995
Associate of Business Administration - Business
Norfolk State University
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